Calculating & Processing Fees

Duration: 60 Min.

The fees that we receive for the work that we do can take many forms. We might charge a basic amount for everything or we might assess a specific fee for certain work. Or maybe, the sponsor pays us based on the level of participant activity or status. Or—it’s a combination of all of these as well as some others. Calculating and then assessing these can be a challenge, but Relius Administration has several tools available to make this process easier and more efficient. We can construct a schedule that can be attached to the plan and then used to determine all of the different fees that are due. We can also charge fees for certain transactions or activities—from loan originations to termination distributions—as well as deduct these amounts directly from the plan balance.

Who should attend: Beginning to Intermediate users

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